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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $84,060 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $42,576 |
ALTA TRUST3 years Service code 52 · EIN 59-2385219 | Indirect Investment Fees | $0 |
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 94-2362417 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT4 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS4 years Service code 52 · EIN 22-3468527 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,020 | $85,135-53.0% | $98,920-59.5% | $73,412-45.5% |
| Participation rate | 92.3% | 81.1%+11.2pp | 76.0%+16.3pp | 72.2%+20.1pp |
| Annual return | 23.45% | 19.14%+4.3pp | 196.47%-173.0pp | 59.30%-35.8pp |
| Employer contribution / active EE | $2,396 | $2,721-11.9% | $2,689-10.9% | $2,234+7.3% |
| Participant deferral / active EE | $3,363 | $4,349-22.7% | $4,245-20.8% | $3,806-11.6% |
| Admin fee / account holder | $282 | $139+102.5% | $6,643-95.8% | $158+78.6% |